Diversifying Assets

Diversifying Assets

Steven T. Kaplan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of TX and IL. No insurance business may be conducted outside the specific states referenced.

*Steven T. Kaplan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of TX and IL. No offers may be made or accepted from any resident outside the specific states referenced.

**Steven T. Kaplan is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of TX and IL. As such, these services are strictly intended for individuals residing in TX and IL. Eagle Strategies LLC is a New York Life Company

Kaplan Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.


Copyright 2023. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Are you ready to start your journey to financial security?

Start planning your retirement today.

Connect With Kaplan